This milestone episode celebrates 30 years of professional growth and client success, highlighting the dynamic evolution of the financial planning profession and the firm’s commitment to innovation and excellence.

Five Key Takeaways:

The Evolution of a Career in Financial Planning:
Growth and succession is vital for a long-lasting impact. Lyle Benson introduces his son Chris. Chris Benson shares his journey from aspiring engineer to CPA financial planner, highlighting the pivotal moments that shaped his career, including his transition from a large CPA firm to the family firm.
The Critical Role of Tax Planning:
Tax returns form the foundation of the firm’s financial planning process. Tax strategy is woven into every aspect of wealth management, creating a seamless, cyclical approach to client service.
Fixed Fees vs. AUM Model:
The firm operates on a fixed-fee model, aligning services with client value while minimizing conflicts of interest, offering an alternative to traditional AUM-based fees.
Technology Transforming the Profession:
Advances in technology, such as digital systems and portfolio management tools, have revolutionized client service and firm efficiency. AI is seen as an augmentation tool rather than a replacement for human advisors.
The Value of Community and Professional Networks:
Active involvement in organizations like the AICPA and peer study groups has provided invaluable support, resources, and growth opportunities for both Chris and the firm.

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Innovative Technology for Integrated Tax and Financial Planning
Building a financial planning and tax business
Investment advisory business models
Build your tax and financial planning advisory services
PFP/PFS Drop-in Session - February 26, 2025, at 3pm ET
Listen to other episodes in the Deeper CPA Financial Planner Connections podcast series.

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Deeper CPA Financial Planning Connections | Celebrating 30 Years in the Industry {PFP Section}

AICPA Personal Financial Planning (PFP)